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For Companies At a Glance
- Tasks: Manage complex private client tax returns and provide expert advisory support.
- Company: Established Private Client Tax team in Chatham, Kent.
- Benefits: Flexible work focus, strong client relationships, and business development opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CTA qualified with experience in managing complex tax portfolios.
- Other info: Opportunities for networking and contributing to the firm's profile.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity has arisen to join a well-established Private Client Tax team based in Chatham, Kent. This role offers the chance to work with a varied and high-quality client portfolio, with flexibility to focus on either advisory or compliance work depending on your experience and career goals. You may specialise in providing expert advisory support on Inheritance Tax and wider private client matters, or take responsibility for managing a portfolio of complex tax returns to ensure full compliance. The position also provides opportunities to contribute to business development initiatives and to build strong, long-term client relationships.
About the Role
- Managing a portfolio of complex private client tax returns, ensuring compliance with all relevant regulations
- Working closely with the wider team, providing technical input and supporting advisory assignments
- Developing and maintaining strong client relationships, delivering a high standard of service
- Participating in business development activities, including networking, internal referrals and marketing initiatives
- Contributing to the firm’s profile through written content, publications and online presence
- Providing advisory support with a primary focus on Inheritance Tax, alongside exposure to areas such as global mobility, share schemes and EIS
- Occasional travel to other offices or client sites as required
What We’re Looking For
- CTA qualified (or equivalent qualification)
- Proven experience managing a portfolio of complex private client tax clients
Personal Tax Manager in Chatham employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in Chatham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! Create a LinkedIn profile that highlights your skills in personal tax management and compliance. Share articles or insights related to Inheritance Tax and other relevant topics to position yourself as a knowledgeable candidate.
✨Tip Number 3
Practice your interview skills! Prepare for common questions related to managing complex tax portfolios and client relationships. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Personal Tax Manager in Chatham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your CTA qualification and any relevant experience managing complex private client tax portfolios.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Mention your passion for advisory work, especially in Inheritance Tax, and how you can contribute to our business development initiatives.
Showcase Your Client Relationship Skills: In your application, emphasise your ability to build strong, long-term client relationships. Share examples of how you've delivered high standards of service in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, especially around Inheritance Tax and compliance regulations. Being able to discuss specific cases or recent changes in tax law will show that you're not just qualified, but genuinely engaged with the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you’ve gone above and beyond to deliver excellent service or resolved complex issues. This will demonstrate your ability to build strong, long-term relationships.
✨Be Ready for Business Development Talk
Since this role involves business development, come prepared with ideas on how you could contribute. Whether it’s networking strategies or marketing initiatives, showing that you’re proactive about growing the firm’s profile will set you apart.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the types of clients they work with, and their approach to advisory versus compliance work. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
